Privacy policy

We collect only what we need to respond to you and provide our services:

• Contact details you send through our website form, such as your name, email, phone number, business type and message.
• Information and documents you provide as a client, such as tax forms, financial statements, bank records, identification and the answers in our tax questionnaire.
• Basic technical information that our website host records automatically when you visit, such as your browser type and IP address.

We use your information to respond to inquiries, provide bookkeeping, tax preparation and advisory services, file returns you authorize, communicate with you, and meet our legal and professional obligations.

We do not sell your personal information, and we do not use it for advertising.

As a tax return preparer, we are subject to federal rules that restrict how tax return information may be used and disclosed. We use and disclose your tax return information only to prepare and file your returns, as otherwise permitted by law, or with your written consent.

We share information only when needed to provide our services or when required by law:

• With the IRS, the Ohio Department of Taxation, local tax authorities and other agencies when filing returns or responding to notices you authorize.
• With service providers that help us operate, such as our email and secure document storage provider, our website host and our website form provider. They may use your information only to provide those services to us.
• With other professionals, such as your CPA or attorney, when you ask us to.
• When required by law, subpoena or court order.

We use administrative, technical and physical safeguards designed to protect client information, including secure document storage, account access controls and multi-factor authentication. Please do not send Social Security numbers or tax documents by regular email. Use the secure upload method we provide instead.

No system is perfectly secure. If we learn of a breach affecting your information, we will notify you as required by law.

We keep client records for as long as needed to provide our services and to meet legal, regulatory and professional record-keeping requirements. We then delete or securely dispose of them.

Our website does not use advertising cookies. If we add privacy-friendly visitor statistics in the future, we will update this policy.

You can ask us to review, correct or delete the personal information we hold about you, subject to records we must keep by law. Contact us using the details below.

Our website is not directed to children under 13, and we do not knowingly collect their information online.

We may update this policy from time to time. The effective date at the top of this page shows when it last changed.